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CEDARSTONE ADVISORS
CRD 172653File 801-112625
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$198.4M
Below cohort median (national)
Discretionary AUM
$198.4M
Clients
191
197 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 16, 2018
- Principal office
- 3125 OLD CONEJO ROAD, UNIT 7, THOUSAND OAKS, CA, 91320
- Phone
- (888) 571-5582
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $198.4M
- Discretionary AUM
- $198.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 197
- Non-discretionary accounts
- 0
- Total accounts
- 197
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $331K |
| Charitable organizations | Fewer than 5 | $301K |
| High net worth individuals | 98 | $169.4M |
| Pension and profit sharing plans | Fewer than 5 | $176K |
| Individuals (other than high net worth individuals) | 93 | $28.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 186 | 191 | increased by5 |
| Apr 1, 2026 | AUM | $170,961,541 | $198,427,826 | increased by$27,466,285 |
| Apr 1, 2026 | Accounts | 189 | 197 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 169 | 186 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $142,746,390 | $170,961,541 | increased by$28,215,151 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 178 | 189 | increased by11 |
| Apr 1, 2022 | Clients | 146 | 169 | increased by23 |
| Apr 1, 2022 | AUM | $114,176,675 | $142,746,390 | increased by$28,569,715 |
| Apr 1, 2022 | Accounts | 148 | 178 | increased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CEDARSTONE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CEDARSTONE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.